Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,737 | $72,388+35.0% | $111,392-12.3% | $64,173+52.3% |
| Participation rate | 86.7% | 70.5%+16.2pp | 78.9%+7.8pp | 69.6%+17.1pp |
| Annual return | -7.10% | -1.50%-5.6pp | -2.06%-5.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,013 | $3,000+0.4% | $4,328-30.4% | $2,381+26.5% |
| Participant deferral / active EE | $5,156 | $4,241+21.6% | $5,567-7.4% | $3,470+48.6% |
| Admin fee / account holder | $3,783 | $5,719-33.9% | $12,266-69.2% | $4,887-22.6% |